See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,894 | $91,538-19.3% | $129,995-43.2% | $75,163-1.7% |
| Participation rate | 58.7% | 71.4%-12.7pp | 78.5%-19.8pp | 67.2%-8.5pp |
| Annual return | 15.68% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,492 | $2,845-47.5% | $4,320-65.4% | $2,670-44.1% |
| Participant deferral / active EE | $3,800 | $4,341-12.5% | $5,820-34.7% | $4,125-7.9% |
| Admin fee / account holder | $2,303 | $6,790-66.1% | $10,614-78.3% | $5,651-59.2% |